We Think Carlisle Companies (NYSE:CSL) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Has the U.S. Building Products Industry valuation changed over the past few years?
|Sun, 29 May 2022||US$234.9b||US$163.7b||US$14.5b||17.8x|
|Tue, 26 Apr 2022||US$242.6b||US$158.2b||US$12.6b||20.3x|
|Thu, 24 Mar 2022||US$253.8b||US$156.1b||US$12.4b||20.7x|
|Sat, 19 Feb 2022||US$256.4b||US$153.2b||US$12.2b||20.6x|
|Mon, 17 Jan 2022||US$292.5b||US$150.8b||US$12.5b||21.2x|
|Wed, 15 Dec 2021||US$309.1b||US$150.8b||US$12.5b||20.9x|
|Fri, 12 Nov 2021||US$302.7b||US$150.8b||US$12.5b||23x|
|Sun, 10 Oct 2021||US$274.8b||US$143.9b||US$11.5b||22x|
|Tue, 07 Sep 2021||US$289.3b||US$142.0b||US$11.3b||20.9x|
|Thu, 05 Aug 2021||US$285.7b||US$141.9b||US$11.3b||22.1x|
|Sun, 09 May 2021||US$266.4b||US$129.0b||US$8.9b||25.7x|
|Wed, 10 Feb 2021||US$231.9b||US$129.6b||US$6.8b||21.7x|
|Tue, 03 Nov 2020||US$198.4b||US$126.9b||US$5.6b||22.1x|
|Fri, 07 Aug 2020||US$167.6b||US$114.1b||US$4.9b||24.5x|
|Thu, 30 Apr 2020||US$125.3b||US$117.3b||US$5.9b||18.5x|
|Sun, 02 Feb 2020||US$147.7b||US$104.5b||US$5.5b||22.2x|
|Wed, 06 Nov 2019||US$146.6b||US$103.5b||US$5.2b||20.7x|
|Sat, 10 Aug 2019||US$139.8b||US$103.8b||US$5.6b||21x|
How does U.S. Building Products compare with similar industries?
Which companies have driven the market over the last 7 days?
|JCI Johnson Controls International||US$54.71||7.0%|
|TT Trane Technologies||US$140.50||7.5%|
|CARR Carrier Global||US$40.23||6.0%|
|BLDR Builders FirstSource||US$66.76||9.8%|
Johnson Controls International
Trex is the largest manufacturer of alternative decking and railing products, known for low maintenance wood alternatives for decking and railing. Products are currently sold in 42 countries outside of U.S. over 6,700 stocking locations. International growth rate of 49% growth YOY and nearly 300% growth since 2015. Trex reaffirmed guidance for full year 2022 incremental EBITDA margin of 30% to 35%.
Carrier Global reveals more opportunities, as the U.S.' decarbonization footprint shows only modest improvement. It benefits from a strong outlook for share repurchases and minimal operating impact from the conflict between Russia and Ukraine. The company is one of the publicly traded companies that has deleveraged its balance sheet without significantly impeding its top line growth. It shows impressive margins despite the current environment of high inflation. This stock is trading cheaply at 12.63x P/E ratio and is below its intrinsic value.